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Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
2026
Deane Retirement Strategies
Louisiana
$36K – – –
WCAMG
2027
Woodard & Company Asset Management Group
North Carolina
$36K – – –
BCA
2028
Bray Capital Advisors
Florida
$36K +$37.5K +200 New
AGA
2029
Accuvest Global Advisors
Utah
$35K – – –
CAM
2030
CenterStar Asset Management
Illinois
$35K – – –
MCM
2031
Mainstay Capital Management
Michigan
$35K – – –
PW
2032
Price Wealth
Texas
$32K -$33.4K -178 -50%
SP
2033
SWS Partners
Ohio
$31K – – –
TWMP
2034
Taylor Wealth Management Partners
Massachusetts
$29K – – –
TCM
2035
TD Capital Management
Tennessee
$29K +$188 +1 +0.6%
NCM
2036
New Capital Management
Texas
$27K +$188 +1 +0.7%
DWA
2037
Divergent Wealth Advisors
Utah
$27K +$28.1K +150 New
CTB
2038
Country Trust Bank
Illinois
$25K -$5.44K -29 -17%
SWP
2039
Strategic Wealth Partners
Ohio
$25K +$26.5K +141 New
PO
2040
Private Ocean
California
$24K -$140K -747 -85%
WCM
2041
Wealthcare Capital Management
Virginia
$22K +$4.13K +22 +21%
ST
2042
Sageworth Trust
Pennsylvania
$21K +$22K +117 New
IF
2043
Ironwood Financial
Arizona
$20K – – –
PSC
2044
Prentiss Smith & Co
Vermont
$18K – – –
CAM
2045
Cacti Asset Management
Georgia
$17K – – –
SCA
2046
Stuart Chaussee & Associates
California
$16K – – –
IP
2047
Isthmus Partners
Wisconsin
$14K -$15.2K -81 -51%
CIM
2048
Contravisory Investment Management
Massachusetts
$14K – – –
PCIA
2049
Prime Capital Investment Advisors
Kansas
$14K +$15K +80 New
AP
2050
Advisors Preferred
Maryland
$13K +$13.3K +71 New
80 81
82
83 84